Archive - Treveri Capital Newsletter

Top 5 Reason to Be in a Medicare Supplement Medigap Plan

Deciding whether to switch from a Medicare Advantage plan to a Medigap (Medicare Supplement) plan depends on your individual needs and preferences.

Oct 1, 2024 •

Jeff Martinez, CRPC®

September 2024

T-Bill & Chill, Adios

Sep 10, 2024 •

Jeff Martinez, CRPC®

July 2024

May 2024

The Champion of Medicare

Building a Strong Medicare Plan Foundation

May 23, 2024 •

Jeff Martinez, CRPC®

February 2024

The Exchange Fund Swap Mistake

Tried, True and Tested from the 1700's

Feb 21, 2024 •

Jeff Martinez, CRPC®

January 2024

October 2023

Medicare and Your Financial Advisor

AEP Merry or Scary

Oct 6, 2023 •

Jeff Martinez, CRPC®

August 2023

Can You Trust a Bank Today with $250K or More?

Recently we saw the FDIC release a letter to the general public regarding banks under reporting their uninsured balances. Although banks are highly…

Aug 4, 2023 •

Jeff Martinez, CRPC®

July 2023

Happy 4th of July

The Freedom to Invest

Jul 4, 2023 •

Jeff Martinez, CRPC®

June 2023

The Trusted Trusted Bank

Jun 26, 2023 •

Jeff Martinez, CRPC®

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts